About Us

During the course of her professional  experience with over 30 years in Accounting and Finance, Rachel Carlsen has worked  in highly diversified and entrepreneurial environments. She considers herself to be a true numbers person with an outside-of-the-box perspective. Her work experience in the Bay Area not only taught her  that things are not always as they appear, but to work within your  passion and to be truly the best that you can be, no matter what. The  experience that she received was not only unique in nature but also  taught her to think differently, more strategically and in general to  think smarter. This has not only proven useful in her career but has  also created a key advantage in working with clients and other  associates.

Rachel  Carlsen has always been fascinated with numbers and enterprise, and by  the time she arrived in college, she began developing a wide breadth of  complementary skill sets. After working in different types of customer  service positions throughout banking, she started to develop an  understanding of Finance and Customer Service from a financial  perspective. Then Rachel Carlsen relocated to the San Francisco Bay Area where she began her training and ascension in the field of Public Accountancy,  and worked tirelessly in order to earn her CPA License.  As she  furthered her career in Accounting, she developed a vision for the Firm of the Future, from a Client-Led Perspective, changing the way that Accounting Services would be delivered; where she could see Financial Services and the approach  to Client Services rapidly changing to a full-service approach or rather,  to a different approach.

In  2011, she passed the Series 7 and Series 66 exams for Financial Services at Morgan Stanley and later went on to pass the Insurance Exam as well. This allowed Rachel Carlsen to develop her unique niche and multi-faceted  understanding within the Financial  Services sector, with a splash of accounting edge and perspective, which would prove to be quite beneficial and powerful for her clientele.

With  this unique perspective and insight, from a CPA point-of-view, in 2015 she went  on to form her own Public Accounting Firm, based in Los Angeles,  California, named; Carlsen Financial, and quickly became a leader in  Accounting and Tax Strategy. Rachel Carlsen continued to be a leader in Tax Services and Preparation, with 300% year-over-year revenue growth.

As  President and Founder of Create Impact, in 2022, a California based tax-exempt  501(c)3 Organization, Rachel Carlsen  has a vision to give back by promoting social  awareness and giving entrepreneurs the ability to learn from each other  and to be in-service as Social Impact Partners. Socially Conscious  Entrepreneurs have the opportunity to not only give back but to also  educate fellow entrepreneurs on their mission statement and vision that  led to their entrepreneurial path.